Filed: 8/14/2025ACC: 0001013594-25-001025
📋 What this filing means
ABSOLUTO PARTNERS GESTAO DE RECURSOS LTDA filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $164.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$164.03M
Total AUM (reported)
5.28M
Total Shares
Allocation by class
COM$66.50M40.5%
ORD SHS CL A$36.45M22.2%
CL A$22.56M13.8%
CALL$20.98M12.8%
SPONSORED ADS$6.30M3.8%
SPONSORD ADS$5.22M3.2%
COM CL A$3.32M2.0%
Portfolio Concentration
Top 3$78.01M47.6%
4–10$51.06M31.1%
11–25$33.94M20.7%
Rest$1.03M0.6%
Top 3 weight
47.6%
Top 10 weight
78.7%
Voting Authority Distribution
Total shares with voting rights: 5.28M
Sole
Full voting authority
5.28M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
NU HLDGS LTD
SOLEShares2.66M
TypeSH
Market value$36.45M
22.22%
Sole
2.66M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares1.53M
TypeSH
Market value$20.98M
12.79%
Sole
1.53M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares7.88K
TypeSH
Market value$20.59M
12.55%
Sole
7.88K
Shared
0.00
None
0.00
XP INC
SOLEShares762.87K
TypeSH
Market value$15.41M
9.39%
Sole
762.87K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares41.90K
TypeSH
Market value$9.19M
5.60%
Sole
41.90K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares13.21K
TypeSH
Market value$6.57M
4.01%
Sole
13.21K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares27.83K
TypeSH
Market value$6.30M
3.84%
Sole
27.83K
Shared
0.00
None
0.00
SEA LTD
SOLEShares32.62K
TypeSH
Market value$5.22M
3.18%
Sole
32.62K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares6.05K
TypeSH
Market value$4.47M
2.72%
Sole
6.05K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares7.94K
TypeSH
Market value$3.90M
2.38%
Sole
7.94K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares17.81K
TypeSH
Market value$3.89M
2.37%
Sole
17.81K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares2.48K
TypeSH
Market value$3.33M
2.03%
Sole
2.48K
Shared
0.00
None
0.00
VISA INC
SOLEShares9.34K
TypeSH
Market value$3.32M
2.02%
Sole
9.34K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares34.86K
TypeSH
Market value$3.14M
1.92%
Sole
34.86K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares18.11K
TypeSH
Market value$2.86M
1.74%
Sole
18.11K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares7.34K
TypeSH
Market value$2.52M
1.54%
Sole
7.34K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares26.23K
TypeSH
Market value$2.40M
1.47%
Sole
26.23K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares4.20K
TypeSH
Market value$2.36M
1.44%
Sole
4.20K
Shared
0.00
None
0.00
LULULEMON ATHLETICA INC
SOLEShares8.25K
TypeSH
Market value$1.96M
1.20%
Sole
8.25K
Shared
0.00
None
0.00
DOMINOS PIZZA INC
SOLEShares4.04K
TypeSH
Market value$1.82M
1.11%
Sole
4.04K
Shared
0.00
None
0.00
DOLLAR GEN CORP NEW
SOLEShares11.89K
TypeSH
Market value$1.36M
0.83%
Sole
11.89K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares1.30K
TypeSH
Market value$1.34M
0.81%
Sole
1.30K
Shared
0.00
None
0.00
ON HLDG AG
SOLEShares25.49K
TypeSH
Market value$1.33M
0.81%
Sole
25.49K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares2K
TypeSH
Market value$1.24M
0.75%
Sole
2K
Shared
0.00
None
0.00
RH
SOLEShares5.68K
TypeSH
Market value$1.07M
0.65%
Sole
5.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 2.66M | SH | $36.45M 22.22% | 2.66M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | CALL | 1.53M | SH | $20.98M 12.79% | 1.53M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 7.88K | SH | $20.59M 12.55% | 7.88K | 0.00 | 0.00 |
XP INCSOLE | CL A | 762.87K | SH | $15.41M 9.39% | 762.87K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 41.90K | SH | $9.19M 5.60% | 41.90K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 13.21K | SH | $6.57M 4.01% | 13.21K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 27.83K | SH | $6.30M 3.84% | 27.83K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 32.62K | SH | $5.22M 3.18% | 32.62K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.05K | SH | $4.47M 2.72% | 6.05K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 7.94K | SH | $3.90M 2.38% | 7.94K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 17.81K | SH | $3.89M 2.37% | 17.81K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 2.48K | SH | $3.33M 2.03% | 2.48K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 9.34K | SH | $3.32M 2.02% | 9.34K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 34.86K | SH | $3.14M 1.92% | 34.86K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 18.11K | SH | $2.86M 1.74% | 18.11K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 7.34K | SH | $2.52M 1.54% | 7.34K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 26.23K | SH | $2.40M 1.47% | 26.23K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 4.20K | SH | $2.36M 1.44% | 4.20K | 0.00 | 0.00 |
LULULEMON ATHLETICA INCSOLE | COM | 8.25K | SH | $1.96M 1.20% | 8.25K | 0.00 | 0.00 |
DOMINOS PIZZA INCSOLE | COM | 4.04K | SH | $1.82M 1.11% | 4.04K | 0.00 | 0.00 |
DOLLAR GEN CORP NEWSOLE | COM | 11.89K | SH | $1.36M 0.83% | 11.89K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 1.30K | SH | $1.34M 0.81% | 1.30K | 0.00 | 0.00 |
ON HLDG AGSOLE | NAMEN AKT A | 25.49K | SH | $1.33M 0.81% | 25.49K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | PUT | 2K | SH | $1.24M 0.75% | 2K | 0.00 | 0.00 |
RHSOLE | COM | 5.68K | SH | $1.07M 0.65% | 5.68K | 0.00 | 0.00 |
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